This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/USHY/capital-change-brief"
Use Arkolith's capital_change_brief for USHY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | $3.5B | 95.4M | ▲+8.3% Added · +7.3M sh | Q1 2026 | |
| 2 | PRUDENTIAL PLC | $2.3B | 61.5M | ▼−2.8% Reduced · −1.8M sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $1.7B | 46.2M | ▲+6.0% Added · +2.6M sh | Q1 2026 | |
| 4 | NORTHERN TRUST CORP | $1.2B | 33.7M | ▼−7.8% Reduced · −2.8M sh | Q1 2026 | |
| 5 | UBS Group AG | $929.7M | 25.2M | ▲11× Added · +23.0M sh | Q1 2026 | |
| 6 | BlackRock, Inc. | $844.6M | 22.9M | ▲+9.5% Added · +2.0M sh | Q1 2026 | |
| 7 | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | $833.7M | 22.6M | ▲+33% Added · +5.7M sh | Q1 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $784.1M | 21.3M | ▼−35% Reduced · −11.2M sh | Q1 2026 | |
| 9 | GOLDMAN SACHS GROUP INC | $770.6M | 20.9M | ▲+5.9% Added · +1.2M sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $716.2M | 19.4M | ▲+6.0% Added · +1.1M sh | Q1 2026 | |
| 11 | Japan Science & Technology Agency | $527.5M | 14.3M | —Held | Q1 2026 | |
| 12 | MORGAN STANLEY | $463.3M | 12.6M | ▼−5.4% Reduced · −715K sh | Q1 2026 | |
| 13 | TIAA Wealth Investment Management LLC | $411.6M | 11.3M | ▲New +11.3M sh | Q1 2026 | |
| 14 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | $370.5M | 10.1M | —Held | Q1 2026 | |
| 15 | FMR LLC | $296.3M | 8.0M | ▲+40% Added · +2.3M sh | Q1 2026 | |
| 16 | Ocean Park Asset Management, LLC | $261.5M | 7.1M | ▼−7.4% Reduced · −570K sh | Q1 2026 | |
| 17 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $208.3M | 5.7M | ▲+209% Added · +3.8M sh | Q1 2026 | |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $198.4M | 5.4M | ▼−0.1% Reduced · −4K sh | Q1 2026 | |
| 19 | NEPC LLC | $192.7M | 5.2M | ▲+25% Added · +1.1M sh | Q1 2026 | |
| 20 | PRINCIPAL FINANCIAL GROUP INC | $192.5M | 5.2M | ▼−2.2% Reduced · −120K sh | Q1 2026 | |
| 21 | JPMORGAN CHASE & CO | $187.8M | 5.1M | ▼−57% Reduced · −6.8M sh | Q1 2026 | |
| 22 | ROYAL BANK OF CANADA | $179.7M | 4.9M | ▲+20% Added · +825K sh | Q1 2026 | |
| 23 | LPL Financial LLC | $170.8M | 4.6M | ▼−15% Reduced · −826K sh | Q1 2026 | |
| 24 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $158.0M | 4.3M | ▲New +4.3M sh | Q1 2026 | |
| 25 | Elo Mutual Pension Insurance Co | $138.0M | 3.7M | ▲+459% Added · +3.1M sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 192 funds | $40.2B |
| NVIDIA CORPNVDA | 191 funds | $46.9B |
| BROADCOM INCAVGO | 191 funds | $18.7B |
| JPMORGAN CHASE & COJPM | 191 funds | $14.8B |
| VISA INC-CLASS A SHARESV | 191 funds | $9.5B |
| ALPHABET INC-CL AGOOGL | 190 funds | $24.6B |
| ALPHABET INC-CL CGOOG | 190 funds | $18.1B |
| META PLATFORMS INC-CLASS AMETA | 190 funds | $15.8B |
| EXXON MOBIL CORPXOM | 190 funds | $9.3B |
| JOHNSON & JOHNSONJNJ | 190 funds | $8.9B |
| CHEVRON CORPCVX | 190 funds | $5.9B |
| APPLE INCAAPL | 189 funds | $50.3B |
Ranked by how many of USHY's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for USHY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.